Overwhelmed by all of the options iPoint has to recognize revenue? Looking for the EASY WAY? We’ve got you covered. 
Delivery Invoices
The second part of the Deferred Revenue process is to create delivery invoices. The member of your team that is responsible for ensuring that items are properly delivered on SOs should be reviewing their SOs for accuracy daily, weekly, or monthly (whichever is appropriate for your company) to ensure that when these delivery invoices are created, they are accurate.
How do you identify those that need to be delivery invoiced? The fastest way to do this is in the Sales Order module. Go to Options>clear all other filters and apply to Show those that Need Delivery Invoiced. You will now see a green or red dollar sign on the right side of the line. This indicates that they need to be delivery invoiced.
Create Delivery Invoices In Bulk
- From the Sales Order module>Options>Create Delivery Invoices for All Delivered Items – this will tell iPoint to run through and create all of those Delivery Invoices for you. **Note, unless you have the system set up to auto add non-deliverable items, this functionality does not prompt or add them
Applying RFP Credits to Delivery Invoices In Bulk
- From the Accounting module>Delivery Invoices>Options>filter out those that need to be sync’d to QB>Sync All Invoices – this will sync all invoices that are new and have changes. Doing this will auto apply any available RFP credits as long as you have this box checked: Settings>Module Settings>Accounting>Automatically Apply Available Credits to Delivery Invoices on Bulk Sync
That’s it! You’re done! Wasn’t that EASY?